Summit Financial Group, Inc. 401(k) Plan

Wealthminder's Take

Summit Financial Group, Inc. 401(k) Plan at Summit Financial Group, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $4,744,401.00 in assets. With 89 participants, the Summit Financial Group, Inc. 401(k) Plan has an average balance per participant of $53,307.88.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
2
46
Your Plan
90

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
35
Company Match Level
64
Employee Participation Rate
49
Employee Contribution Level
52
Average Balance Size
30
Summit Financial Group, Inc. Details
Address
1350 South Boulder #300
Tulsa, OK 74119-3203
Telephone
918-663-0991
Total Assets
$4,744,401.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
89
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
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